Rebecca's Practical Practitioner Roadshow
Course Information PDF
. This course will focus on current practical issues within the small to medium sized practice, identifying current developments and what steps advisers need to take to deal with these in a practical context. The course will cover a wide variety of areas including VAT and MTD to help you stay on top of current issues in your firm.
Topics will include:
Three year loss carry back – how to implement it; stand alone claims for companies; advising clients about income tax payments
Monitoring director loan accounts, and why this is so important at the moment; getting ahead of your client to keep things under control
The impact of off payroll working on your contractor clients; treatment of the transactions in the company accounts; drawing funds from the company; practical issues at the start of each new contract; getting the VAT right! What do the accounts look like? Advice to contractors.
Off payroll working and ‘small’ end users – are you affected? What do you need to do?
Limited company vs sole trader or partnership: What do the headline figures look like post budget? Extraction of profits from 2023 onwards; planning an advice map and how best to talk to clients about this.
VAT current issues : MTD – dealing with digital links; reminder of the mandatory record keeping requirements; handling downloads/uploads of data; VAT mainframe migration – what you need to do and how best to advise your clients; quick look at VAT domestic reverse charge and invoicing processes.
Dealing with COVID grants – how they are taxed; what to do if the client has overclaimed; SEISS grant 5 – what do we know?
MTD for income tax – what we know, and what we don’t; implementing digital records for the reluctant client; my experience in my practice and how it has changed what I do; timeline for commencement
Promoting digital engagement with clients – the things you might consider
COURSE MATERIALS
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Your materials will be available within your Account Area
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